Sales Broker

Summary

Join the OTIP Group of Companies (OGC) and contribute to a future that reimagines meaningful benefits support and service. As a Sales Representative, you will identify customer needs, develop products, and build relationships with prospects. Core responsibilities include selling products, creating a trusting sales environment, actively participating in team initiatives, resolving customer inquiries, processing account changes, handling complex insurance cases, maintaining accurate records, and staying updated on industry guidelines. The ideal candidate possesses a RIBO license, at least three years of experience in personal lines insurance, exceptional communication and problem-solving skills, superior time management, and intermediate knowledge of Microsoft Office Suite applications. OGC offers a rewarding salary, bonuses, comprehensive benefits (including 100% premium coverage for group benefits and LTD), a defined benefit pension plan, and professional development opportunities.

Requirements

• RIBO license
• A minimum of three years’ experience, preferably in personal lines, automobile and property insurance
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders
• Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner
• Superior time management and organizational skills to handle competing priorities
• Intermediate knowledge of Microsoft Office Suite applications

Responsibilities

• Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business
• Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated
• Creating a trusting environment that fosters new sales opportunities and retention of existing business
• Actively participating within the team unit and independently to continuously contribute to overall business improvement
• Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized
• Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up
• Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met
• Maintains a current TAM base and promptly follows up on all client communications
• Maintains accurate logs of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements
• Keeps updated on company underwriting guidelines and changing markets
• Performs other duties as required

Preferred Qualifications

Preference given to candidates with experience using Epic, Salesforce and Company portals

Benefits

• Rewarding salary and bonuses that truly value your dedication
• Industry-leading group benefits with 100% premium coverage (excluding LTD) that start on your first day
• Defined benefit pension plan for a financially confident retirement
• 100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
• Access to a wealth of learning resources, including LinkedIn Learning for professional development
• Flexible work-from-home and hybrid options
• Unlock your potential with opportunities for advancement